PRIVATE CLIENT ADVISORS, LLC
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Successes
A sample of previous client successes have included:
Personal planning for $1mm seed funding (2003) resulting in pubco buyout of $3bn (2014).
Hedge of $175mm highly appreciated stock portfolio.
Pre-bankruptcy workout services to negotiate debt over $150mm in debt and reach
Recovered over $150,000,000 for our clients from several Ponzi Schemes and other financial scams.
Hard money loan backed by fleet of five private aircraft for redevelopment of private airstrip.
Relocation of foreign investor to Caribbean island resort holdings.
Preconstruction stage services for resort property resulting in $50m presales and procurement of construction loan.
call for references
Home
Three Dimensional Planning
Asset Protection
Family Limited Partnership
Domestic Trusts
Foreign Asset Protection Trust
Equity Management Mortgage®
Asset Protection FAQ's
TAX PLANNING
Capital Gain Tax Mitigation Strategies
>
Opportunity Zone Funds
Enhanced Opportunity Fund
Philanthropic Planning
Puerto Rican Act 20/22
USVI Economic Development Companies
Custom Design Life Insurance
Estate Planning
Trusts
Personal Management
Strategic Partnerships
Working with Advisors
Contact Us